Engagement Requirements

Written agreement

Before work begins, identify the correct legal parties and authorized signatories. Agree on scope, deliverables, schedule, assumptions, fees, expenses, invoicing, and changes. A website visit or inquiry does not accept a proposal.

Client protection and responsibilities

Address confidentiality, approved systems, data access, required BAAs or data-processing terms, subcontractors, AI permissions, ownership and permitted use of deliverables, retention or return of records, and incident reporting.

State responsibilities for data quality, clinical and legal approvals, implementation, and professional review. Resolve conflicts of interest and permissions for testimonials or case studies separately.

Disputes and termination

Payment, refunds if applicable, suspension, termination, limitations of liability where lawful, dispute procedures, governing law, and insurance requirements should be settled in the signed agreement. This page is a checklist for engagement formation, not an executed service contract.